Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q3 2022
Institutional positions in Morgan Stanley as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,586
- +2 vs. Q2 2022
- Shares held
- 1.43B
- −14.2M (−1.0%) vs. Q2 2022
- Total value
- $112.7B
- +$3.12B (+2.8%) vs. Q2 2022
- New holders
- 108
- 637 more added
- Sold out
- 106
- 609 more reduced
23 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 375 | $30.0K | 0.00% | −1,691−81.8% | Reduced |
| Evermay Wealth Management LLC | 350 | $28.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 350 | $28.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 344 | $27.0K | 0.00% | +39+12.8% | Added |
| SJS Investment Consulting Inc. | 342 | $27.0K | 0.01% | +342 | New |
| Johnson Midwest Financial, LLC | 324 | $26.0K | 0.10% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 315 | $25.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $25.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 315 | $25.0K | 0.01% | +160+103.2% | Added |
| Islay Capital Management, LLC | 300 | $24.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $24.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 303 | $23.9K | 0.01% | +303 | New |
| Atwood & Palmer Inc | 290 | $23.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 293 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 269 | $22.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 282 | $22.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 283 | $22.0K | 0.01% | +83+41.5% | Added |
| Alpha Paradigm Partners, LLC | 275 | $22.0K | 0.01% | +275 | New |
| Lee Financial Co | 272 | $21.0K | 0.00% | +47+20.9% | Added |
| Solstein Capital, LLC | 256 | $20.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $20.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 243 | $19.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 225 | $18.0K | 0.01% | −31−12.1% | Reduced |
| Barrett & Company, Inc. | 200 | $17.0K | 0.01% | +200 | New |
| Wellington Shields & Co., LLC | 200 | $16.0K | 0.01% | −550−73.3% | Reduced |
| Knuff & Co LLC | 200 | $16.0K | 0.01% | −100−33.3% | Reduced |
| Orion Capital Management LLC | 200 | $16.0K | 0.01% | −100−33.3% | Reduced |
| Avion Wealth | 203 | $16.0K | 0.00% | −78−27.8% | Reduced |
| Bourgeon Capital Management LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 197 | $16.0K | 0.00% | +1+0.5% | Added |
| Cary Street Partners Asset Management LLC | 199 | $16.0K | 0.00% | +199 | New |
| Larson Financial Group LLC | 178 | $14.0K | 0.00% | −200−52.9% | Reduced |
| Schubert & Co | 171 | $14.0K | 0.01% | +92+116.5% | Added |
| Tortoise Investment Management, LLC | 159 | $13.0K | 0.00% | −19−10.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 167 | $13.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 155 | $13.0K | 0.00% | +3+2.0% | Added |
| Kelly Financial Services LLC | 161 | $12.8K | 0.01% | +30+22.9% | Added |
| Raffa Wealth Management, LLC | 156 | $12.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $12.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 142 | $11.0K | 0.02% | −10−6.6% | Reduced |
| Exos TFP Holdings LLC | 134 | $11.0K | 0.01% | +134 | New |
| Sierra Capital LLC | 126 | $10.0K | 0.00% | −26−17.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 127 | $10.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $9.88K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 108 | $9.00K | 0.01% | −231−68.1% | Reduced |
| WR Wealth Planners, LLC | 104 | $8.23K | 0.01% | +1+1.0% | Added |
| Thompson Siegel & Walmsley LLC | 100 | $8.00K | 0.00% | −126,050−99.9% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 98 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 83 | $7.00K | 0.01% | −20−19.4% | Reduced |
| Ancora Advisors, LLC | 93 | $7.00K | 0.00% | −7−7.0% | Reduced |
| Baldwin Brothers Inc | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 87 | $6.87K | 0.01% | +87 | New |
| Front Row Advisors LLC | 81 | $6.00K | 0.00% | −30−27.0% | Reduced |
| KB Financial Partners, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 76 | $6.00K | 0.00% | +76 | New |
| Bellwether Advisors, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Disciplined Investments, LLC | 66 | $5.00K | 0.00% | −13−16.5% | Reduced |
| Westside Investment Management, Inc. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 57 | $5.00K | 0.00% | +57 | New |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $5.00K | 0.00% | +71 | New |
| Your Advocates Ltd., LLP | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,375 | $3.00K | 0.00% | −46,402−56.7% | Reduced |
| JNBA Financial Advisors | 40 | $3.00K | 0.00% | −138−77.5% | Reduced |
| Focused Wealth Management, Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Acima Private Wealth, LLC | 26 | $2.05K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $2.00K | 0.00% | −61−67.0% | Reduced |
| Toth Financial Advisory Corp | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 26 | $2.00K | 0.00% | +26 | New |
| West Branch Capital LLC | 21 | $2.00K | 0.00% | +21 | New |
| Cetera Advisors LLC | 9,026 | $1.00K | 0.00% | +700+8.4% | Added |
| Arlington Partners LLC | 17 | $1.00K | 0.00% | −198−92.1% | Reduced |
| EdgeRock Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| State of Wyoming | 2 | $0 | 0.00% | −422−99.5% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 1,264 | – | – | −104−7.6% | Reduced |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,057,620−100.0% | Sold out |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −533,976−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −436,308−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −365,090−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −341,843−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −177,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −159,117−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −132,703−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −120,065−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −115,890−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −98,319−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −70,176−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −69,543−100.0% | Sold out |